WSTAM
Wilbanks Smith & Thomas Asset Management’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $6.33M | Buy |
87,197
+3,528
| +4% | +$256K | 0.18% | 102 |
|
|
2023
Q4 | $6.15M | Sell |
83,669
-7,897
| -9% | -$581K | 0.19% | 101 |
|
|
2023
Q3 | $6.39M | Sell |
91,566
-9,889
| -10% | -$690K | 0.22% | 95 |
|
|
2023
Q2 | $7.37M | Buy |
101,455
+2,615
| +3% | +$190K | 0.24% | 86 |
|
|
2023
Q1 | $7.3M | Sell |
98,840
-7,546
| -7% | -$557K | 0.25% | 85 |
|
|
2022
Q4 | $7.64M | Buy |
106,386
+8,998
| +9% | +$646K | 0.29% | 79 |
|
|
2022
Q3 | $6.95M | Sell |
97,388
-15,166
| -13% | -$1.08M | 0.3% | 78 |
|
|
2022
Q2 | $8.47M | Sell |
112,554
-3,328
| -3% | -$250K | 0.36% | 71 |
|
|
2022
Q1 | $8.79M | Sell |
115,882
-41,172
| -26% | -$3.12M | 0.35% | 69 |
|
|
2021
Q4 | $13.3M | Sell |
157,054
-1,250
| -0.8% | -$106K | 0.46% | 53 |
|
|
2021
Q3 | $13.5M | Sell |
158,304
-2,275
| -1% | -$194K | 0.53% | 36 |
|
|
2021
Q2 | $13.8M | Sell |
160,579
-2,568
| -2% | -$221K | 0.54% | 34 |
|
|
2021
Q1 | $13.8M | Sell |
163,147
-3,232
| -2% | -$274K | 0.6% | 29 |
|
|
2020
Q4 | $14.7M | Buy |
166,379
+7,583
| +5% | +$669K | 0.69% | 27 |
|
|
2020
Q3 | $14M | Buy |
158,796
+35,669
| +29% | +$3.15M | 0.76% | 23 |
|
|
2020
Q2 | $10.9M | Buy |
123,127
+501
| +0.4% | +$44.3K | 0.66% | 28 |
|
|
2020
Q1 | $10.5M | Buy |
122,626
+1,781
| +1% | +$152K | 0.78% | 26 |
|
|
2019
Q4 | $10.1M | Buy |
120,845
+15,988
| +15% | +$1.34M | 0.6% | 31 |
|
|
2019
Q3 | $8.85M | Buy |
104,857
+1,573
| +2% | +$133K | 0.56% | 34 |
|
|
2019
Q2 | $8.58M | Buy |
103,284
+7,460
| +8% | +$620K | 0.55% | 33 |
|
|
2019
Q1 | $7.78M | Buy |
95,824
+14,185
| +17% | +$1.15M | 0.5% | 43 |
|
|
2018
Q4 | $6.47M | Sell |
81,639
-7,391
| -8% | -$585K | 0.44% | 42 |
|
|
2018
Q3 | $7.01M | Buy |
+89,030
| New | +$7.01M | 0.43% | 44 |
|